Marathon Partners Equity Management, LLC (New York)

Name: Marathon Partners Equity Management, LLC
Address: One Grand Central Place, New York, NY, 10165
Telephone: 212-490-0399

Marathon Partners Equity Management, LLC is a large advisory firm based in New York. It manages $228.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014.

Marathon Partners Equity Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marathon Partners Equity Management: assets under management

The assets under management (AUM) of Marathon Partners Equity Management, LLC is $228.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $228.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.26 million each.

Marathon Partners Equity Management has custody of $197.28 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marathon Partners Equity Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Marathon Partners Equity Management serves?

The only and largest group of clients of Marathon Partners Equity Management is pooled investment vehicles with 3 clients and $228.77 million of assets under management. Among the 9 most similar advisory firms, Marathon Partners Equity Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $228.77 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Marathon Partners Equity Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $2,000,000.

Careers at Marathon Partners Equity Management, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mario David Cibelli	Managing member	1 Jan 2001	75% - 100%	2100298
Eric Richmond Hidy	Cco, cfo, coo	1 Mar 2006	Other	4132883

Based in New York

The principal office where Marathon Partners Equity Management, LLC performs its advisory services is located at One Grand Central Place, New York, NY 10165, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-490-0399 or by fax 212-937-3115. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at marathonpartners.com.